Michael
Hunt

Principal Securities, Inc

CRD#2400633
Investment Advisor
in Melville, NY

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About this Advisor

Michael Hunt is a financial advisor operating out of Melville, New York with 1 year of industry experience. Hunt currently works for Principal Securities, Inc. Over the course of their career, Hunt has held roles at The Prudential Insurance Company Of America, Pruco Securities LLC, Esi Financial Advisor, Principal Life Insurance Company, Principal Securities Inc and Equity Services. Hunt maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Principal Securities, Inc is an advisory firm operating out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 employees. It handles $9 billion in assets among its 46,075 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 34 charitable organizations. Of its 46,075 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Principal Securities, Inc has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on the financial services provided. However, fees billed by Principal Securities, Inc likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

48 S Service Rd Ste 402
Melville, NY 11747

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

NY Average: $9,259,360,772
Total Number of Employees

1,430

NY Average: 166
Total Number of Accounts

46,075

NY Average: 7,189
Average Account Size

$204,381

NY Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Hunt Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Principal Life Insurance Company

2022 - Present (2 years)

Principal Securities Inc

2021 - 2022 (1 year)

Esi Financial Advisor

2020 - 2022 (2 years)

Equity Services

2019 - 2020 (1 year)

The Prudential Insurance Company Of America

2013 - 2020 (7 years)

Pruco Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Hunt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Securities, Inc

Josie Reekers
Sioux Falls, SD
Michael Kidd
Austin, TX
William Daines
Tampa, FL
Craig Forster
Arlington, TX
Jeffrey Douglass
Fairport, NY
Kenneth Gellerstedt
Neenah, WI
John Pettit
Puyallup, WA
Conrad Beeler
Lansing, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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